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KeyBank

Provides banking, loans, and financial services

Lead Teller

Retail & Commercial BankingPosted on Nov 11
Full-timeAlbion, NY, USA

About the Job

Requirements

  • A high school diploma, GED, or equivalent business experience is required.
  • At least 3 years of demonstrated superior client relationship skills are required.
  • At least 3 years of cash-handling experience are required.
  • Working knowledge of a PC with Windows-based applications and a calculator is required.
  • Ability to lead, motivate, and foster teamwork is required.
  • Organizational skills to manage multiple tasks are required.
  • Knowledge of clients’ accounts and banking relationships, with sound judgment in client interactions and transactions, is required.
  • Strong sales and service skills, including presenting products and services and educating clients about available access channels such as ATM, Online Banking, and Telephone Banking, are required.
  • Ability to exercise sound judgment and make reasonable decisions in the absence of direction is required.
  • Time-management skills are required.
  • Ability to accurately and securely process cash transactions, including deposits, withdrawals, and balancing cash drawers, is required.
  • Ability to help clients pursue financial goals through education and financial tools is required.
  • Ability to stand for 5–8 hours per day, frequently use hands to manipulate or grasp objects, communicate face-to-face and by phone, occasionally bend and lift from floor height, frequently reach forward, frequently lift 1–10 pounds, and occasionally lift up to 30 pounds is required.
  • Ability to occasionally operate a motor vehicle with a valid driver’s license is required.
  • Availability to work Saturdays as directed by management and maintain regular, predictable attendance is required.

Responsibilities

  • Perform teller functions efficiently, effectively, and accurately, while coaching other tellers to do the same in an in-person branch setting.
  • Identify and resolve complex client-servicing issues.
  • Listen for financial-wellness opportunities during client conversations and appropriately transition clients to a Banker.
  • Help clients achieve financial goals and objectives using financial-wellness tools.
  • Attend and participate in in-person morning huddles and end-of-day debriefs.
  • Follow compliance, audit, and security procedures and balance the cash drawer within established guidelines.
  • Manage day-to-day teller-line duties, including scheduling tellers, observing and coaching tellers, and overseeing branch operational standards.
  • Provide branch staff with direction and guidance on operational and regulatory procedures.
  • Review and maintain knowledge of product guides, fees, and policies to stay current on offerings.
  • Support the Branch Manager in onboarding and training new Tellers.
  • Promote the bank’s products and services, identify sales opportunities, and achieve sales targets.
  • Schedule appointments outside working hours when practical; when appointments must occur during working hours, give the manager advance notice to minimize business disruption.
  • Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and the bank.
  • Perform other duties as assigned; duties and activities may change or be added.

Desired Qualifications

  • A notary license is preferred.

About the Company

KeyBank

Provides banking, loans, and financial services

KeyBank provides a full range of banking services for individuals, small businesses, and commercial clients across the United States. It offers checking and savings accounts, credit cards, mortgages, loans, and other financial products. Customers use these products by making deposits, borrowing money, or using credit in everyday life; the bank earns interest on loans, fees for services, and commissions on products. KeyBank differs from many rivals by offering a wide geographic footprint and a focus on tailored financial solutions plus tools to improve financial wellness, such as budgeting resources and planning guidance. Its goal is to help clients reach financial milestones—like buying a home, paying down debt, or saving for the future—through a comprehensive set of services.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Cleveland, OH
Founded
1824

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